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What it is

The Knowledge Base lets you gather documents (manuals, policies, spreadsheets, texts, etc.) so the AI can use them as reference. When you connect a base to an agent or attach it to a conversation, answers become more precise and aligned to your context.

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How to access

  • Sidebar → Knowledge
  • To create: New → Knowledge button or the creation button on the page itself.
The page only appears if the Workspace module and the Knowledge permission are enabled for you.

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Create a knowledge base

1

Click Create a knowledge base

2

Fill in the fields

  • Name (required) — between 3 and 60 characters.
  • Description (optional) — summary of the base’s purpose.
3

Save

Click Save. A message confirms creation and you are taken to the base page to add files.

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Add files

On the base page, you can:
  • Drag and drop files onto the indicated area, or
  • Use the add file button to select from your computer, or
  • Add text content directly (paste/write text that becomes a base document).
Supported formats include (among others): 
pdf, txt, doc, docx, xls, xlsx, ppt, pptx, csv, tsv, json, xml, html, md, rtf,
odt, ods, odp, compressed files (zip, tar, gz, rar, 7z), and various code formats
(js, ts, py, java, sql, yaml, etc.)
Each file goes through processing (text extraction/indexing) before becoming available for use.

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Manage the base

On the base page you can also:
  • Edit name and description.
  • Update/reprocess (sync) the content.
  • Remove files individually.
  • Share the base with users and groups (access control).

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Use the knowledge base

  • In an agent: in the agent’s Knowledge block, connect the base (see Agents).
  • In chat: type # in the message or use + → Attach knowledge and select the base.

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Best practices

  • Give descriptive names to bases (e.g., “HR Policies 2026”) to find them easily.
  • Keep documents up to date; remove old versions to avoid outdated answers.
  • Group documents by topic in separate bases, rather than one large generic base.
  • Prefer documents with selectable text (searchable PDFs) for better extraction.

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Frequently asked questions

The size limit and accepted types follow the administrator’s configuration (defined in Admin Panel → Documents). The formats listed above are those supported by the interface.
After upload, the system extracts and indexes the content. Wait for it to finish; only then can the base be used by the AI.
Yes. A base can be connected to as many agents as you want.

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Known limitations

  • The base name must be between 3 and 60 characters.
  • File types outside the supported list are not accepted.
  • Size limits and processing parameters depend on the settings defined by the administrator.
  • Creating/editing bases depends on the Knowledge permission in the Workspace.